Insider transaction details
Regency Centers (NASDAQ: REG) reported a notable insider transaction on February 10, 2026. According to a Form 4 filing with the Securities and Exchange Commission, President and Chief Executive Officer Lisa Palmer sold 26,000 shares of common stock that day for a combined $1.99 million. The sales were executed at prices ranging from $76.42 to $77.01 per share. Following that sale, the filing states Palmer held 107,690 shares of Regency Centers.
Also on February 10, 2026, Palmer completed a separate disposition of shares through a gift of 6,233 common shares. The gift was reported with a price of $0, and the filing indicates that transaction left Palmer with 133,690 shares.
Quarterly results released
Regency Centers disclosed its fourth-quarter 2025 financial results alongside the filing. The company reported earnings per share (EPS) of $1.12 for the quarter, an outcome that exceeded the consensus estimate of $0.57 by 96.49%. Revenue for the quarter came in at $395.41 million, below the forecasted $404.31 million and representing a 2.2% shortfall versus expectations.
Additional operating metrics disclosed included fourth-quarter NAREIT funds from operations (FFO) of $1.17 per share, which the company reported as in line with consensus. Core FFO was reported at $1.12 per share, noted as slightly beneath Ladenburg Thalmann’s internal estimate.
Analyst action and board update
In response to the quarter’s results, Ladenburg Thalmann raised its price target for Regency Centers to $80.00 from $76.00 while retaining a Neutral rating on the stock. Separately, Regency Centers announced that director C. Ronald Blankenship will retire from the board following the 2026 annual meeting. The company explicitly stated that Mr. Blankenship’s decision to retire was not the result of any disagreement with the company’s operations, policies, or practices.
Context for investors
The filings and corporate announcements provide the most recent updates available to investors considering Regency Centers. The combination of insider activity, mixed quarterly results and an analyst target change comprise the primary factual developments disclosed by the company and in regulatory filings on and around February 10, 2026.